Purchases and Sales Made in Q4 2024 in Proshares S&P 500 Dividend Ari (NOBL)
This table provides information about the institutional ownership of Proshares S&P 500 Dividend Ari (NOBL) during Q4 2024. The information is specifically focused on institutions that hold shares of PROSHARES S&P 500 DIVIDEND ARI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.79M+ 12704.36% |
$376M - $411M
|
3.82M
$389M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
160KNew |
$15.9M - $17.3M
|
160K
$16.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
116K+ 161.09% |
$11.6M - $12.6M
|
189K
$19.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
89.6K+ 98.32% |
$8.89M - $9.72M
|
181K
$18.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
72K+ 1298.11% |
$7.14M - $7.81M
|
77.5K
$7.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
62.2KNew |
$6.17M - $6.75M
|
62.2K
$6.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
43.6KNew |
$4.33M - $4.73M
|
43.6K
$4.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
30K+ 5.68% |
$2.97M - $3.25M
|
558K
$56.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
21.1K+ 3.38% |
$2.09M - $2.29M
|
645K
$65.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
20.4KNew |
$2.03M - $2.21M
|
20.4K
$2.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18.9K+ 3.65% |
$1.88M - $2.05M
|
537K
$54.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
17.8K+ 16.74% |
$1.77M - $1.93M
|
124K
$12.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
17.3KNew |
$1.72M - $1.88M
|
17.3K
$1.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
15.8K+ 16.82% |
$1.57M - $1.72M
|
110K
$11.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
14.8K+ 105.12% |
$1.46M - $1.6M
|
28.8K
$2.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
13.8K+ 2.18% |
$1.37M - $1.5M
|
649K
$66.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
11.6KNew |
$1.15M - $1.25M
|
11.6K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
11.3KNew |
$1.12M - $1.22M
|
11.3K
$1.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
9.73K+ 0.79% |
$965K - $1.06M
|
1.24M
$126M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.09K+ 22.44% |
$803K - $878K
|
44.2K
$4.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
6.98K+ 14.38% |
$693K - $758K
|
55.6K
$5.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.91K+ 13.41% |
$586K - $641K
|
50K
$5.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
5.9K+ 5.35% |
$585K - $640K
|
116K
$11.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
5.28K+ 1.58% |
$524K - $573K
|
339K
$34.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
4.52K+ 8.17% |
$449K - $491K
|
59.9K
$6.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
4.31K+ 18.19% |
$427K - $467K
|
28K
$2.85M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.03KNew |
$399K - $437K
|
4.03K
$410K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
3.87K+ 2.43% |
$384K - $420K
|
163K
$16.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Define Financial, LLC
San Diego, CA |
BUY
|
- |
3.83KNew |
$380K - $416K
|
3.83K
$390K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3.53K+ 15.06% |
$351K - $383K
|
27K
$2.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
3.44K+ 2.75% |
$341K - $373K
|
129K
$13.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.4KNew |
$337K - $369K
|
3.4K
$346K
|
|
|
Jan 15, 2025
Q4 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
3.17KNew |
$315K - $344K
|
3.17K
$323K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
3.05KNew |
$303K - $331K
|
3.05K
$311K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2.78K+ 56.91% |
$275K - $301K
|
7.65K
$780K
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
2.69K+ 1.96% |
$267K - $292K
|
140K
$14.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
2.46KNew |
$244K - $267K
|
2.46K
$251K
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
2.15KNew |
$213K - $233K
|
2.15K
$219K
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
2.14K+ 4.86% |
$212K - $232K
|
46.2K
$4.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.95K+ 76.02% |
$193K - $212K
|
4.52K
$460K
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.93K+ 6.7% |
$191K - $209K
|
30.7K
$3.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
1.93K+ 13.97% |
$191K - $209K
|
15.7K
$1.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.89K+ 757.2% |
$188K - $205K
|
2.14K
$218K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.87K+ 10.47% |
$186K - $203K
|
19.8K
$2.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.86K+ 33.65% |
$184K - $201K
|
7.37K
$751K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
1.84K+ 2.06% |
$183K - $200K
|
91.4K
$9.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.59K+ 1572.28% |
$158K - $172K
|
1.69K
$172K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.5K+ 2.73% |
$149K - $163K
|
56.5K
$5.76M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.3K+ 17.7% |
$129K - $141K
|
8.64K
$880K
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1.08K+ 6.34% |
$107K - $117K
|
18.1K
$1.85M
|